See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,313 | $183,963-66.1% | $162,163-61.6% | $152,861-59.2% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 20.71% | 150.76%-130.1pp | 115.59%-94.9pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,430 | $6,371-77.6% | $5,614-74.5% | $4,762-70.0% |
| Participant deferral / active EE | $1,434 | $8,034-82.1% | $7,298-80.3% | $5,850-75.5% |
| Admin fee / account holder | $923 | $13,121-93.0% | $10,843-91.5% | $11,596-92.0% |